Professional Documents
Culture Documents
Collaboration Roundtable Partnership Toolkit
Collaboration Roundtable Partnership Toolkit
Prepared by the
Collaboration
Roundtable
Spring 2001
1. Many Thanks....................................................................................................................................... 1
Appendices
A. Glossary of Terms ................................................................................................................... 115
B. Partnership Resources............................................................................................................ 118
C. The Collaboration Roundtable ............................................................................................... 119
D. Organizations represented at the Workshops................................................................. 121
MOSAIC and Nisha Family and Children’s Services Society for managing the
project;
the agencies who organized and hosted the toolkit workshops, i.e. the Canadian
Mental Health Association of the East Kootenays, Immigrant and Multicultural
Services Society of Prince George, Inter-Cultural Society of Greater Victoria,
Kamloops Cariboo Regional Immigrant Society, Pacific Immigrant Resources Society
and Surrey Delta Immigrant Services Society. Over 130 people representing
almost 90 different organizations attended these workshops. Appendix D presents
the participating organizations.
the two individuals who developed the tools and tested the toolkit’s practicality
during the six workshops, i.e.:
1
Background on the Collaboration Roundtable and its membership are included in Appendix C.
A partnership is defined as a relationship where two or more parties, having common and
compatible goals, agree to work together for a particular purpose and/or for some period
of time. Partnership can offer certain benefits, for example allowing agencies to:
At the same time, however, partnerships present very significant challenges. They often
require a great deal of effort to build and sustain. They can create new legal or financial
liabilities. Importantly, partnerships that do not perform effectively can compromise an
agency’s credibility with both its funders and its community.
This toolkit is intended to help organizations build and sustain partnerships, by helping
them meet the challenges and achieve the benefits associated with partnering. We think
the toolkit will help the full range of organizations working in our communities, for
example:
those with paid staff and those that rely upon volunteers.
We hope the toolkit will meet the full range of needs and address the full range of
circumstances. Some tools will enable smaller agencies to work more effectively with
larger agencies. Other tools will enable community agencies to work more effectively with
funders. Certain tools emphasize the importance of respecting cultural differences and
We encourage you to read through the entire toolkit. After the introductory sections and
evaluation questionnaire, it presents a “Primer on Partnerships” (Section 6) that gives an
overview of what makes for a successful partnership. A series of practical tools follows
the Primer. Each of these is designed to meet a specific need. One tool (Section 9) will
help you work with funders while another - the Model Partnership Agreement (Section 12)
– will help you define how your partnership will be organized and structured. The
Evaluation Tool (Section 18) will help you assess your partnership.
There is even a tool (Section 18) to help you dissolve your partnership, and to do so in a
constructive manner.
In all likelihood, you will use different tools at different times depending upon your
organization’s own needs. The tools are generic, and have to be in order to meet the variety of
needs and circumstances. They will work best if you customize them for your own organization
and its specific needs. There is also some overlap and duplication so that each tool could
“stand alone” if need be.
Over 130 people and almost 90 organizations participated in these workshops (See
Appendix D). Most of their comments, ideas and suggestions have now been incorporated
into the toolkit although some will have to be addressed over time as the toolkit is further
refined.
Nisha Family and Children’s Services Society (201 – 2830 Grandview Highway,
Vancouver, BC V5M 2C9), or
Eventually we hope to have a special tool kit web site that will include a “chat room” where
you can discuss your partnership issues with other organizations and a “best practices”
resource centre.
Agency Name:
Location:
Contact Name:
3. How useful was the tool? (please offer an opinion for each tool you used)
Tool Very Useful Not Very
5. Have you any suggestions for improving the tools you used? (please offer an opinion
for each tool you used)
Tool Suggestions?
Thank you for your comments and suggestions. Please send this form to either of the
Collaboration Roundtable Co-Chairs:
A partnership is defined as a relationship where two or more parties, having common and
compatible goals, agree to work together for a particular purpose and/or for some period
of time.
This relationship may be anything from a loose agreement to communicate and share
information to a concrete joint venture. Partnerships may be short or long term. When
initiating a partnership, partners need to reach a common understanding of what the
partnership means to them.
The benefits of partnering are becoming more evident. They include the opportunity to:
access certain resources, share resources or make better use of limited resources
(space, staff, funding, equipment or in kind);
carry out an initiative that would be difficult or could not be done alone;
may be the only way for new, small volunteer-based organizations to access funding;
deliver a more comprehensive program or service than could be done alone - a more
holistic approach to services and programs;
may make people nervous because changes to the organization are required;
What makes some partnerships work better than others? It takes time to develop
successful partnerships. Developing a trusting relationship where all partners feel that
there is mutual benefit from the partnership is essential for success. Partnerships will
have a sound basis if the right partners are chosen for the right reasons. To develop a
long-term successful partnership, the following elements are critical:
Before entering into negotiations, identify why you need to partner, and who would be the
most appropriate partners. It may be necessary to have a preliminary discussion with
potential partners to discuss relevant issues prior to making a decision that a partnership
is desirable. It is important to ensure that the each organization is ready, willing, and able
to be a partner. Experience tells us that time spent in the beginning, establishing a
firm foundation, will be saved in the long run by greatly increasing the probability of
success. More specifically, the following preparatory work should be done:
Welcoming culture
Ensure a welcoming culture. This refers to both the ‘organizational culture’ and the
different cultural backgrounds of individuals within the organization.
Organizational culture is best defined as the beliefs, values, norms and philosophies
that guide how an organization operates, both internally and in relation to other groups.
One organization’s culture may encourage staff to take risks while another promotes
caution. One may operate much more informally than another.
The different cultural backgrounds of individuals and groups within the organization
bring different languages, customs, beliefs and ways of doing things together that
need to be dealt with sensitively.
These differences can lead to difficulties in working together unless they are
acknowledged and measures are introduced to deal with them.
You need to ensure that both your own organization and that of your potential partner
have an organizational culture which supports cooperation and collaboration, and are
sensitive to each other’s individual and group cultural differences.
Identify who are the people in the partnership. Find out who the key players are and
meet with them to determine if they have similar interests. Partners should be
carefully selected based on their “stake” or vested interest in the goals of the
partnership.
Mutual Benefit
Identify what value there is in partnering and how each partner can benefit. It must
be clear that there is a value-added for all parties and a win-win situation for each
partner
Common Mandate/Purpose
Reach agreement on the mandate or purpose of the partnership as well as the purpose
of the programs/services/initiatives resulting from the partnership.
Begin by agreeing to a common language that can be used by all the partners to
understand each other.
It is advisable to establish common goals and objectives and identify roles and
responsibilities before you enter into a partnership. Clear goals and objectives and
agreed to roles and responsibilities are also critical to maintain the partnership.
Shared Vision
Identify goals and objectives (both short term and long term ones) that state desired
outcomes to make the vision a reality. Goals and objectives are measurable
accomplishments that can be evaluated to determine if the partnership succeeded in
doing what it set out to accomplish.
Acknowledge that partners may have their specific priorities and build on this.
Recognize the importance of each partner’s role in achieving common goals. Define and
document each partner’s role in a clear and concise manner, so there is common
understanding of what is expected.
Acknowledge that effective partnerships are not necessarily those in which role
sharing is equal. Partnerships are often established on the basis that the partners can
play complementary, but separate roles. Partners may be responsible for very
different functions or may work together to carry out joint activities.
Establish an agreed-to sharing of power and authority. The degree to which decision-
making is to be shared depends upon the partnership model to be pursued -
cooperative, collaborative or integrated.
Effective Communication
Ensure open, honest and clear communication. There should be no hidden agendas.
This will help avoid unnecessary misunderstandings and potential conflict situations.
Ensure all partners are informed about each other and the issues, and that there is a
mutual understanding regarding expectations, roles, responsibilities, decision-making
and accountabilities.
Ensure that your organization is prepared to implement structures and processes that
support partnerships. This may require implementing mechanisms to ensure input of all
partners. Participation of staff at all levels from all partners may sound simple but
Commitment
Recognize that the building of trust can be a delicate and time-consuming process, but
it is critical to the success of partnerships.
Involve all partners as early as possible, so that there is a sense of ownership and
commitment from the start. Trust and respect is built over time. Time is needed for
partners to get to know each other, to break down traditional stereotypes and to build
trust. Be sensitive to each other’s needs and to individual agendas.
Bring potential conflict, control issues or hidden agendas out into the open and deal
with them in an honest and caring manner.
Allocate sufficient time to discuss the partnership and come to agreement on the
terms of the partnership. Partners must be willing to commit the necessary time,
energy and expertise to make the partnership work. Nurturing takes time.
Leadership
Ensure strong leadership exists to initiate the partnership, champion the partnership
vision, and manage the ongoing operation of the partnership. Leadership plays a critical
role in maintaining good relations and enhancing trust and respect. Leaders need to be
patient, articulate, fair and sufficiently knowledgeable to inspire the confidence of all
players.
Resources
Decide what resources are critical to the partnerships and what each partner can
contribute. Resources take on different shape and meaning in each partnership,
although they typically involve human, financial and infrastructure considerations.
Don’t assume what the other partner can bring to the table. Clarify what you need,
what you have and how you will obtain the resources that are required.
Partnership Agreement
Continuous nurturing
Mutual Recognition
Ensure recognition of the contribution each partner makes to support the partnership.
This helps to reinforce the win-win for all, strengthens the commitment to work
together and fosters a positive environment. Motivation and future involvement are
dependent on how well members in a partnership are treated and whether or not they
feel recognized.
Develop the capacity to change as the relationship matures or goals are redefined.
This is critical to the continued success of the partnership.
Be prepared to modify the partnership vision on the basis of new information and new
needs.
Be sensitive to each partner’s needs and be flexible to adapt to each other’s needs
Ensure that the skills and abilities of the partners grow together for the future
advancement of the partnership. Skills commonly used in developing and maintaining
successful partnerships include traditional management skills such as: strategic
planning, financial and human resource development, as well as specialized skills such as:
facilitation, team building, working with diversity, conflict resolution and negotiation,
stress management and motivation.
Evaluation
Evaluate the partnership model and relationships on an ongoing basis. Evaluation is the
component of the process that allows a partnership to assess its progress and measure
success.
Consider evaluation from the start of the process, even though it usually appears as
one of the final steps. When developing goals at the beginning of the partnership,
there should be discussion about desired outcomes, indicators of success and how
information will be gathered to measure success.
Revisit the goals and objectives and outcomes resulting from the partnership on a
yearly basis.
Solicit wide input into the evaluation process from all partners and from staff at all
levels of each organization.
Organizations may have very different reasons for wanting to partner. Small voluntary
organizations may need to partner to gain the skills and capacity to carry out their desired
objectives. They may require mentors to help them grow and strengthen. Larger
organizations may not have the knowledge of the community they are serving and it would
be of value to them to partner with smaller voluntary organizations that have experience
in working with volunteers and have first hand knowledge of specific communities. Some
partnerships are not out of choice, but necessity. Funders may require some partnerships.
Recognizing that partnerships can come about for many different reasons, the following is
provided to assist you to prepare for partnering.
You first need to be very clear why you want to partner. You may be entering into a
partnership by choice or out of necessity. You may be initiating the partnership on your
own or it may “forced” upon you by a funder or other third party. Partnering may be the
only way to obtain funding. Regardless, it is important to identify what you hope to gain
from the partnership.
Review this checklist and check one or more of the following reasons for WHY you want to
partner.
act as a more forceful lobby or advocate and attract the support needed.
strengthen my organization.
Before you enter into a partner ship, it is important to evaluate whether your own
organization is ready to partner. The self-assessment tool identified below will assist you
to identify if you are ready, as an organization, to enter into a partnership.
Refer also to the Partnership Rating Tool in the next section that can also be used by
organizations as a self-test to determine their own readiness to partner.
Question Yes No
Do you have the support of your board, management and
staff for partnering.
Has your organization examined alternatives to achieve
your objectives?
Does your organization value working with other
organizations and groups?
Does your organization have an acceptable method of
resolving conflicts or issues?
Is your organization able to communicate effectively?
Do you have someone who can represent the organization
in the process of identifying and entering into a
partnership? Can this person be spared and will he/she
be supported by the organization?
Is your organization prepared to devote the resources
necessary for the partnership (time of staff and
volunteers, money, space, and equipment, etc.)?
Does your organization have skills that it can use in the
partnership?
Identify what your organization has to offer the
partnership.
Are there any ‘red flags’?
Identify what you may need to watch out for.
Is your organization prepared to share decision-making
authority with or give up some decision-making authority
to another organization?
Once your organization has identified that it is ready to partner, you need to carefully
consider the type of partnership you would like to have.
Is it short term?
Do you want to start small until you and your partner know each other better?
The following chart identifies three major types of partnership models along a continuum
of coordination. Partnerships can fall anywhere along this continuum. The key question is
what do you want to achieve by the partnership. Partnerships can move along this
continuum, becoming more integrated as partners get to know each other better and the
level of trust increases.
A key characteristic that differs as you move along this continuum is the degree of decision-
making authority each partner retains or is willing to give up.
Having a good understanding of the kind of partnership you want and what your
goals are will enable you to identify the kind of partner you need.
Cultural sensitivity
Complete chart “A” attached to assist you in identifying new partners. Use the
following as a guide.
Your Partner Profile will assist you in selecting the sector most relevant to your needs.
For example:
Government ministries- Federal, provincial, municipal
Service provider agencies
Community volunteer-based organizations
Consumer/advocacy groups
Professional associations
Educational institutions
Businesses
Others
Obtain and review materials for each organization, such as annual reports, audited
financial statements, organizational charts, descriptions of services or programs, location
of office, and other information available. This may difficult or time consuming. It may
be more beneficial to meet with the potential partner.
Set up a meeting to become acquainted with potential partners and to obtain more
information. Ask to have an orientation session to see what their orgnanizations do.
Speak to staff and volunteers carrying out various functions within the organization.
6. Identify major pros and cons for partnering with each organization.
From the information available up to this point, identify major pros and cons for
partnering with each organization.
7. Consider all your findings and identify two or three organizations that have the
highest potential for partnering.
8. Proceed to apply the detailed Partnership Rating Tool (discussed in the next
section) to these organizations.
Involved in
Organizations Potential roles other Pros Cons
partnerships
Government
1.
2.
Service
Provider
1.
2.
Community
group
Consumer/
advocacy
Educational
group
Business
Other
Instructions
The Partnership Rating Tool (See Partnership Rating Chart on the next page) can be:
Used as a self-test for your own organization to determine where it stands on each of
the elements identified. This will help determine your own readiness to partner.
Completed on your own, if you are able to obtain the required information.
Completed by your potential partner, upon your request.
Completed jointly with you and your potential partner.
Note: A potential funder may be interested in seeing a completed rating tool
when considering funding a particular partnership.
Organizational culture is best defined as the beliefs, values, norms and philosophies that
guide how an organization operates, both internally and in relation to other organizations
and partners. One organization’s culture, for example, may encourage staff to take risks
while another encourages caution. One may operate much more informally than another.
Organizations with very different cultures can have difficulty working together unless the
differences are acknowledged and measures are introduced to make them compatible.
2. Is Culturally Sensitive
An organization that is culturally sensitive respects the different cultural customs and
belief of individuals and groups within the organization. Language barriers are addressed
and accommodations are made to respect cultural diversity. Does the organization have
any written policies on equity?
This refers to creating an atmosphere where everyone feels part of the organziation,
where everyone feels comfortable, safe and fully accepted.
Note: Organizational culture, culture sensitivity, and acceptance an d integration are all
different and although difficult to assess and measure, are critical factors for successful
partnerships and need to be considered,
Would you be proud to be associated with this organization? Does it have influence and a
good reputation in the community? Does it have a history of success?
Do you and your potential partner agree on what the future could look like as a result of
you common efforts?
Do you and your potential partner have similar long-term goals and more focused short-
term objectives? Do you see eye to eye on major strategies that could be used to reach
the objectives? If your goals or objectives differ, are there other similarities such as:
similar mandates, services, target audiences, or catchment areas.
Does your potential partner clearly identify different roles and responsibilities within its
organization? Do you see the roles and responsibilities within your organization fitting in
with those of your potential partner?
Does your potential partner have skills and capacities that you require or are compatible
with your needs, such as planning, program development, service delivery, financial
management, fundraising, etc.?
9. Communicates Effectively
Does your potential partner share information readily? Do they use language that is simple
and plain? Do they have processes of communication that are similar to your organization
or that you feel are effective? Do you feel that they listen and take the time to
understand?
Is your potential partner willing to resolve differences in a fair and equitable manner?
Does your potential partner exhibit a willingness to accommodate and make changes as new
information becomes available or circumstances change?
Does your potential partner exhibit leadership that is supportive to your organization?
Does your potential partner have a process to recognize and reward people for their
efforts? Are you in agreement with this? If no process is in place, do you believe the
organization would be willing to develop a system of recognition and rewards?
Does your potential partner have a clear and understandable process for decision-making?
Is there a willingness to share decision-making authority, that is, give up some of their
decision-making autonomy? Do you believe you can reach an agreement on how power and
authority will be shared?
Are there processes in place that clearly identify who is accountable to whom and for
what? Are these processes similar to what you have in your organization, and if not, do
you feel they are fair and you would be willing to abide by them?
Are there administrative processes and functions in the organization that deal, for
example, with human resources, financial matters, space and equipment, etc.? Are these
processes clear, fair and similar to what your organization? Or do you find these
processes acceptable? Is the potential partner willing to put in place administrative
processes and structures that would support the partnership?
Are the wages and benefit structures similar or compatible with your organization so all
employees are treated fairly? How are volunteers compensated in each organization? Are
their union versus non union issues that need to be addressed?
Does the organization have liability insurance? Are you satisfied with the way the
organization protects itself from liability? Is this similar to your organization?
Is the potential partner willing to contribute resources such as staff, volunteers, funding,
space equipment etc? Is the potential partner willing to work with your organization to
seek out other sources of funding?
Is the potential partner willing to put in writing the terms of the partnership?
Is the potential partner willing to commit time and effort to the partnership? Is it willing
to spend the time needed to nurture the relationship?
Is the potential partner willing to step back and assess the partnership at various stages?
Is there a willingness to changes as the partnership evolves?
Does the potential partner have something special or unique to contribute that enhances
the value of your organization?
In the final analysis, do you feel that the potential partner can be trusted in all respects?
Do you feel that as a small organization you will be able to maintain your uniqueness within
the large environment and not get “swallowed up”?
There are many different sources of funding, from different levels of government,
businesses, foundations and other non-governmental sources. For a list of community
economic and social development funding programs serving British Columbia, See
“Inventory of Community Economic and Social Development Funding Programs Serving BC,
June, 2000, prepared for the Ministry of Community Development, Cooperatives and
Volunteers.
4. Funders’ Expectations:
A. What Funders Are Looking For When Approving Funding
B. Once Funding Has Been Approved, What Are The Funders’
Expectations?
It is critical to check with funders before you spend a great deal of time and effort. This
can be done by phone, a letter of interest, or it may be a face-to face meeting.
First and foremost, do your homework regarding what the funder’s mandate is.
You need to understand what the funder’s interests are.
Small volunteer-based organizations wishing to partner and seeking funding for a particular
initiative need to show funders that they have addressed the following questions:
Large organizations funding smaller groups need to understand the constraints of smaller
organizations, for example:
Volunteers may not be able to meet during the day like paid staff.
Smaller organizations are not only seeking financial support but can often benefit
from a side range of supports.
Smaller organizations may need mentoring to assist them to secure funding and
partners.
Smaller organizations may need training for their board members in governance
issues.
Larger organizations need to seek ways to build on and utilize the skills and
knowledge of smaller organizations and not see them as competitors.
Large and small voluntary organizations need to recognize that the funding process takes
time and there are often different levels of approval with specified timeframes.
Some funders are very “hands-on”, very involved in the funding process, while others set
the overall framework and are much less active. Regardless of degree of involvement, all
funders have certain similar general expectations.
How well does your proposal for funding meet the funder’s mandate and criteria?
Is there a need?
Have you clearly stated what you want to accomplish with the funds requested and why
this is important?
Do you have factual information to back-up your need? (Statistical information can be
obtained from such sources as Statistics Canada, Social Planning and Research Council
of BC, Annual Reports from Government Ministries, etc.)
Are the appropriate groups working together to achieve the stated objectives?
How are you working together? Are the roles and responsibilities of each of the
partners involved clearly identified?
What are each partner’s expertise, credentials, and history? Does each partner have
the capacity to carry out the responsibilities identified?
What other sources of funding are being sought and from whom? You need to be open
and honest about this.
Are you reaching the most people to get the “biggest bang for the buck”?
Are you being inclusive and responding to the diverse groups in your community?
Have you identified the outcomes or results that will be achieved in the short term and
in the long term? How will you measure success? Has an evaluation process been
identified?
Have you clearly stated how you will carry out the project
Have you clearly identified activities that need to be carried out to implement your
project?
Have you identified the staffing and administrative aspects of the project?
This includes how you intend to resolve any conflicts that may arise within the
partnership.
Is the amount you are requesting realistic with what needs to be achieved?
Funders want to know how they will be specifically acknowledged for their
contributions.
Finally,
Have you completed all parts of the application form clearly and fully? Funders have
specific formats and instructions for submitting information and these must be
followed.
Give assurance that the service/program being funded is being delivered to the target
groups agreed to.
Give assurance that the partnership is working for the benefit of the service/program
being delivered.
If conflict arises within the groups who have partnered, and this affects the delivery of
the program/service that is under contract, funders have a responsibility to deal with this.
While they may initially turn to those who are managing the contract, if this is not
successful, they may go to the organization’s board of directors since it has overall
accountability for the program.
Funders can, at any point, request a financial or program audit if they have reason to
believe the conflict is affecting the delivery of the program.
It is essential to follow the instructions of the specific funder in preparing your funding
proposal. Many funders have specified formats. Be alert to deadlines for submiting initial
interest and final submissions.
The following outlines a format that can used, if one is not specified. The steps outlined
below are in the sequence they should appear in your funding proposal and not in the order
they should be written. Be concise and use plain language.
Cover Letter
Should be only one page that highlights what you are asking for, why it is important
and, why you are in the best position to deal with this issue.
Illustrate your strength and set the stage for the proposal.
Executive Summary
Executive summary should be written after you have completed your proposal.
Your executive summary must be able to stand alone as a document, so it should
summarize the key points in your proposal.
You should summarize the following
• Who you are.
• Why you are in the best position to carry out this project.
• The need for the project and what supports you have in place.
• A brief outline of your request, the objectives, methods, budget request.
Project Introduction
The introduction should be written after you have completed your proposal.
Keep this section focused and compact.
In the first two sentences, state your request – what you are asking for and why.
Include a few sentences about your organization.
State what you will be addressing in this proposal.
Clearly state what you want to achieve - the expected outcomes of your project.
Be sure your objectives are practical and attainable and that you will be able to
measure success.
Identify Partners
Identify who you are collaborating with or who your partners are.
Identify why this relationship will benefit the project.
Outline roles and responsibilities of each partner.
Methods
Identify in a step by step process how you intend to reach your objectives, in other
words, how you intend to carry out your project.
Provide timetables.
Illustrate why the methods you have selected are the best to reach your objectives.
If your are presenting options, suggest the best option under different circumstances.
Budget
This should include a table outlining expenses as well as income form all sources
Include in-kind contributions.
Clearly indicate your organization’s contribution and what you are requesting from the
funder.
Indicate how much money is to go to each partner, if applicable.
Qualifications
Evaluation
Outline your plan to measure the progress in achieving the objectives identified.
You need to be able to show how you intend to measure results.
Funder Recognition
Project Sustainability
Illustrate your long-term plans for funding and how you are committed to becoming
self-supporting in the long-term.
Appendix
List of board members, key resumes, annual report, and financial statements.
Statistics to support your position and other related materials to bolster your
accountability.
Attach your partnership agreement or letter of intent that describes the partnership.
Purpose
This tool’s purpose is to describe some of the options available to organizations for
managing a partnership and for making decisions within a partnership. It presents several
different models including a confused “sure to fail” model that should be avoided at all
costs. The tool also identifies:
some of the special challenges facing smaller, volunteer-based organizations who
are partnering with larger organizations; and
ways to address these challenges.
Finally the tool lays out a process which you can use to build a management model that best
meets your needs and circumstances.
In deciding upon the best management model and decision making process for your
partnership, you will have to consider:
0 what role the funder will play. Some funders want to be involved and some
organizations want the funder to be involved. Other funders and other
organizations do not. Some circumstances might make it advisable to include the
funder while other circumstances may make that inclusion unnecessary. The models
presented on the following page assume that the funder will be involved.
0 whether you need special committees to advise the management group and to
inform the decision making process.
0 how the management group will relate to each organization’s Board of Directors.
0 who will chair the management committees and who will be responsible for minutes
and reporting.
0 what will be included in the Management Group’s Terms of Reference. These lay
out who will be in the Group, what the Group’s responsibilities are and what process
will be used to make decisions.
Potential partners can choose from many different management and decision making
models. Generally, however, they will fall somewhere on the continuum presented in the
following table. This table presents three models ranging from the most loosely organized
(the cooperative model) to the most structured and formal (the integrated model).
Management Models
Agency A
Agency B
Manager
Manager
Staff/Volunteers Staff/Volunteers
Regular Meetings of
staff/volunteers
Management Committee
including senior staff with decision-making
authority from each of the partnering
organizations
MANAGEMENT
Funder COMMITEE Gov’t Partner
Partner A Partner B
Executive Director
Executive Director
Partner A Director
Staff/Volunteers Staff/Volunteers
Partner A Partner B
The risks associated with partnerships are particularly acute for small, often volunteer-
based organizations that may be obliged – by funders and sometimes by circumstances – to
enter partnerships with larger more established organizations. The risks stem from the
two organizations having very different resources and power. The risks include:
being assimilated by the larger group, losing their identity and sense of purpose,
and losing also their visibility in their own community. The larger partner may not
regard them as equals and may – even unknowingly – marginalize their role in the
partnership or in the project.
losing their own particular way of doing things, for example their way of reaching
decisions or settling disputes.
losing their ability to work in the language of their choice and being able to
communicate with their community in this language.
being intimidated or overwhelmed by the larger organization given its greater
resources, its greater experience and its ability to use paid staff.
being misunderstood because of cultural or linguistic differences.
the larger partner and the funder develop a better understanding of the smaller
partner’s character and concerns, and are willing to respect its way of conducting
business.
the partnership is based on honest dialogue, a willingness to address issues openly
and a process for allowing the smaller partner to be heard.
the larger partner and funder recognize that smaller organizations have fewer
resources at their disposal and commit to building capacity within those
organizations.
the partnership encourages mutual trust and respect, and a willingness to be open
to the each other’s views and priorities.
the partnership provides adequate time for partners to come to understand each
other’s concerns, and to recognize each other’s uniqueness and values;
the partnership ensures that each partner will benefit in tangible ways from the
relationship.
the partners are willing to try new ways of addressing issues or resolving problems.
These all can be built into the management and decision-making process.
In all likelihood the potential partners will need a special meeting to decide upon the
appropriate management and decision-making model, and upon the best way to organize and
manage the partnership.
3. Identify what benefits you expect to flow from the partnership, for clients and for
your agencies.
5. Consider whether the funder will be involved as a partner and will be invited to
participate in the management group.
Checklist
Are our policies
Area of Potential compatible? Compatibility Strategy: how will we
Conflict ensure these do not become problems
Yes No
hiring policy
staff salary and
benefits, holiday time
and sick leave
staff supervision
staff meetings
collective agreements
role of volunteers
training
relationship between
volunteers & staff
employment equity
policies
commitment to cultural
diversity and
sensitivity
reporting lines
fiscal cycle
financial reporting by
staff and organization
use of equipment
Other
Remember it is better to take the time at this stage to plan the partnership.
Consider the time as an investment that will help you avoid problems down the road.
Purpose
What is Accountability?
Accountability means saying “I lost it” rather than “it was lost”, or
saying “I found it” rather than “it was found.”
Accountability implies a contract – between clients and service providers, between funders
and service providers, between partners providing a service and between a partner and its
own Board of Directors. Each has rights, responsibilities and obligations for which they
are accountable.
Accountable
Accountability Indicators
to …
• clients
• funder
For achieving the program’s program statistics on services provided and
• Board of
objectives accomplishments
Directors
• community
• funder
financial records supported by appropriate
For program expenditures • partners
receipts
• Board of
proper signing authorities
Directors
fulfilling the responsibilities identified in the
For being part of a team • partner
Partnership Agreement
In a partnership, the partners are accountable for achieving their objectives. Objectives,
therefore, should be specific, practical and measurable. Otherwise how will you know what
you intend to achieve and whether you are achieving it?
How will you know when you have achieved these two objectives?
Partners are also accountable for their expenditures and financial management practices.
Being accountable means being able to answer each of these questions:
Are all the expenditures properly authorized, in accordance with the agency’s
standard practices?
Did all our expenditures respect the contract’s terms and conditions?
We now know both to whom we are accountable and for what we are accountable.
Accountability requires agencies to report on their activities. At a minimum, the report
should answer these three questions:
did we do what we were supposed to do?
did we do it how we were supposed to?
did we achieve what we were supposed to achieve?
if we did not achieve what we said we would, why not?
what will or should we do differently in the future?
How to report?
Your agency can report in any or all of the following ways. “How” will depend on your own
requirements defined by the funder, by your own organization and by your partner’s
organization.
(a) regular progress reports
(b) monthly, quarterly or annual financial reports
(c) a year end (or project end) report on activities, accomplishments and shortcomings
including a section on what should be done differently to improve the situation in
the future
(d) client satisfaction surveys
(e) a program review or evaluation
You probably will want to share these accountability reports with your Board of Directors,
funders and staff. You may want to make the report available to clients and the public,
particularly if public funds went into your partnership.
A Partnership Agreement is like a rule book or a guide book. It defines how partners will
work together. It can be used to outline who will responsible for what, who will report to
whom, how services will be provided, how decisions will be made, how the funding will be
shared, etc. It is not legally binding but it might offer some measure of legal protection if
a partner became involved in a law suit.
This tool includes two model Partnership Agreements that organizations can use when
entering into a relationship. The first Agreement would work best for partnerships of
limited duration that do not involve very much funding. The second model is much more
detailed and could be used for more complex, long-term partnerships that involve a
significant amount of funding. Agencies using this tool will want to modify the agreements
so they better suit their own particular needs and circumstances.
Partners could attach their Agreement either to their funding proposal – to indicate how
well prepared they are – or to their contract with the funder in order to clarify who will
be responsible for what.
For partnerships with a very small budget and a limited mandate, a simple Letter of
Understanding can establish the ground rules. This letter could identify – simply and
briefly – who is involved, the partnership’s purpose, a statement of who is responsible for
what and an outline of how the funds will be distributed among the partners.
One example is given on the following page. The partnership involves two agencies –
Vancouver First and Community Building Services – who are co-hosting a two-day
conference providing training in building and sustaining effective partnerships.
Our agencies, Vancouver First and Community Building Services, have committed to work
together as partners. Our goal is to organize, host and facilitate a day-long workshop that
will provide partnership training to not-for-profit agencies operating in British Columbia.
The workshop will take place on May 31, 2001.
The project’s budget is $5,000. Vancouver First will receive $2,000 and Community
Building Services $3,000 to cover all the expenses associated with their responsibilities.
The Executive Directors of the two organizations will together, by consensus, finalize the
invitation list and be responsible for all other management decisions.
Signed:
Partnerships with a larger budget, a fuller mandate and a longer life span should be guided
by a more formal Partnership Agreement. This should identify:
Senior people with each partnering organization should sign the Agreement and share it
with their funders and staff.
1. Introduction
The following represents a Partnership Agreement between (legal name and address of
each partner). The Agreement’s purpose is to clarify our relationship thereby enabling us
to work together in a cooperative manner.
The partnership will be for the period from (begin date) to (end date). The Agreement
may be modified at any time if both partners agree to the changes.
what you will accomplish rather than on how you will Time-Targeted
We will measure our progress toward these goals and objectives – and we will evaluate our
success in achieving these – on the basis of the following indicators. (“Indicators” are
measures that we can use to determine whether or not we have achieved our objectives.)
Objectives Indicators
Sample objective: improved parenting skills • number of parents involved
among 30 young single parents at risk of child • number and range of activities offered
protection intervention • fewer interventions through the course of a
year by the Ministry of Children and Families
•
3. Relationship
This section will help to ensure that each organization understands the other and is
prepared to accommodate whatever differences may exist in their respective
organizational cultures.
(Name of each partner) are distinct organizations each with its own vision, mandate,
priorities, organizational culture and operational practices. We recognize that these
differences can create conflict in a partnership. Therefore we want to identify both our
differences and the measures we will take to minimize their impact.
(The following are examples of differences that could exist within a partnership and of
the measures the partners could take to minimize the impact of these differences.)
Describe who will do what in the partnership, who will be responsible for what, who will
report to whom and how the partnership and its activities will be managed. For example:
who will sign the contract with the funder?
who will prepare program reports for the funder? Will the other partner or the
Management Committee review these reports prior to their being given to the
funder?
who will prepare financial reports for the management committee and the funder?
who will pay the bills? How will invoices be submitted? What documentation is
required before invoices are paid?
who will provide office space and equipment?
The more detail you include, the less opportunity for misunderstandings.
It is always useful to include an organizational chart indicating who is responsible for what
and who is reporting to whom. The “org chart” does not have to be complicated.
contract mgmt.
staff supervision
community dev’t
budget & financial
activities
administration Program Manager
operations Public Relations
Differences often arise about money and expenditures. Therefore it is useful to include
the following in order to minimize the risks to each partners.
The contract with the funder will be signed by (name of contract holder) on behalf of the
partnership. The total amount of the contract is (amount provided for in the contract).
Funding within the partnership will be distributed roughly as follows.
Management
Supervisors
Space rental
Supplies
Total expenses
PROJECT TOTAL
any expenditure of more than (dollar level) will require the approval of the
management committee;
the contract holder’s Chief Financial Officer will pay all invoices promptly, in
accordance with its standard procedures in this regard;
7. Dispute Resolution
The partners are committed to working in a cooperative manner and recognize that this
requires a commitment of time and energy. Where differences arise, the partners agree:
8. Evaluation
As outlined in Section 4, the Management Committee will arrange for the project to be
evaluated in a professional manner, based on the objectives and indicators identified in
Section 2.
The partners acknowledge that their relationship is no longer be viable and may be
detracting from their efforts to achieve the program’s goals and objectives. If such
occurs and the issues cannot be satisfactorily resolved following the process identified in
identify the partnership’s major accomplishments and acknowledge those people and
organizations who have contributed to these accomplishments;
determine how to inform people - both inside and outside the partnership – of the
decision to terminate;
document the partnership’s history and the lessons which can be drawn from its
operations;
select a time, place and event to celebrate what has been accomplished and to move
on.
10. Dissolution
At project completion, the partners will prepare a final report on their partnership. It will
include the following.
provide copies of the final program and financial report to the management
committee, funder and others as appropriate;
organize the files and other records so the project and partnership’s history is not
lost;
host a “moving on” celebration for partnership staff, managers and funders.
Importantly, however, if your organization has any concerns in this regard, it would be
best to consult a lawyer.
Overview
In a partnership, your organization – and its Board of Directors – could be at least partially
liable if your partner’s activities result in a law suit. Additionally if your partner’s actions
generate a law suit and your partner then dissolves or disappears from the scene, you
could be fully liable for its actions.
Unfortunately there is nothing you can do to fully protect yourself against a law suit.
What you want to do is minimize your risk by ensuring, first, that you have appropriate
policies in place and, second, that your staff are well trained and understand the need to
act in a professional manner. Keep in mind that the best action is prevention!
You can reduce the risk of liability and law suits with the following.
If your organization relies on volunteers, consult the publication Volunteers & the
Law prepared by the People’s Law School in Vancouver (2000). It is available from:
The Law Foundation of BC
1340 – 605 Robson Street
Vancouver, BC V6B 5J3
Telephone: (604) 688-2337
Email: lfbc@telus.net
Ensure your organization has access to a lawyer who can advise you when need be.
Perhaps there is a lawyer on your Board who is willing to help in this way.
Subcontract rather than partner with the other agency. Lawyers like this approach
because it may limit your liability. However in most case it will not be a practical
alternative for agencies who want to work together as equals.
Make sure that both you and your partner have appropriate and adequate liability
insurance. Your agency should also have liability insurance for members of its
Board of Directors since they can be held personally liable. You may have to include
this cost in your funding proposal.
Ensure that your partner is reliable and professional, and has a track record that
allows you to be reasonably confident that nothing will go wrong. You may want to
“start small” and let your first partnership with this organization be limited in
scope. As you grow more confident of each other’s professionalism, you can expand
the scope of your joint activities.
Ensure that your hiring policies are clear and are respected within the partnership.
Ensure that the partnership has appropriate means for ensuring financial
accountability. Ensure that expenditures are approved and receipts provided.
Provide staff and volunteers with training. Make sure they know what they can and
cannot do as part of their job. In some cases if they are working with children,
make sure they understand they have a legal responsibility to report cases of
suspected abuse. You may also want – or be obliged to – conduct criminal record
checks on staff who work with children or other vulnerable groups.
Have a clear Partnership Agreement that identifies who is responsible for what and
how the activities will be carried out.
Every partnership should agree to a formal process for ensuring effective internal
communication. In addition, partnerships should pay close attention to how they
communicate informally, referred to below as verbal communication.
This tool provides tips for both formal and informal communication.
Establishes trust
Avoids conflict
To ensure an effective internal communication process that will support the partnership,
the following should be considered:
Keep information limited to what is needed, when it is needed and given to who need
it.
Select the best methods for sharing information. For example, when is written
communication to be used and in what format, when are electronic methods most
appropriate, and when is face-to face communication essential.
Document results of meetings- what has been agreed to and what decisions are
required.
Develop a mechanism to obtain feedback and input from staff and volunteers
through out the organization.
Be honest, open and flexible with the processes and methods selected.
Outlined below are the elements of an internal communication plan. Note that these
elements are similar for developing a communications plan directed to external audiences.
Determine which methods you are going to use to get your messages to the
audiences. These may include: face to face communication such as meetings and
information sessions; teleconferencing; memos, documents or newsletters; bulletin
boards; or e-mail and internet.
Choose the method which is most appropriate for the information and the audience.
Prepare a Budget
Internal communications take time and resources and need to be included in budget
considerations.
Assess whether your communication strategies are working and whether the right
information is reaching the right audiences at the right time.
The following outlines tips to ensure effective verbal communication among partners.
Many misunderstanding arise because of what we say and how we say it. We first need to
recognize the barriers to effective communication before we can understand how to deal
with them and what skills we require for effective communication.
A. Communication Barriers
Is not clear.
Uses words that may have different meanings to different people. Cultural
differences play a large role here.
Uses different non-verbal cues that have different meanings. For example, eye
contact in one culture may be regarded as being impolite, but in another is regarded
as respectful.
Confuses the verbal message with contradictory non-verbal clues such as facial
expression, vocal expression, posture, gesture or actions.
Is distracted.
Hears through his/her own “filters” that distort much of what is being said. These
filters include judging, jumping to conclusions, or avoidance.
Avoid being defensive, judging, blaming, patronizing (talking down), and placating
(agreeing with everything, but not meaning it).
Empathy is what we are striving for. Empathy is being able to listen to understand
another person’s experience. It means being able to translate into verbal skills the
speakers willingness, openness and understanding of the other person’s experiences.
This chart sets out various verbal communication skills that can enhance a partnership.
(While this skills chart has been developed from the basis of the dominant culture, it may
be helpful to a wide range of different cultural groups to assist them in understanding and
communicating in the dominant culture.)
Describe your
“I” language Express your own “My experience has
experience without
feelingsٛ/thoughts been…”
judgement
Purpose
For more information on publicity refer to The Publicity Handbook, Health Canada, 1997.
Positive publicity can bring an organization or partnership a great deal of benefit. On the
other hand, negative publicity can be detrimental to the reputation of the partnership and
each organization.
Promotion provides an opportunity for partners to engage in joint efforts to gain support
for their initiative, and profile for the partnership. It provides an opportunity for partners
to be recognized for their contribution to the partnership.
Establish credibility.
Heighten the profile of all partners involved. It can also provide an opportunity for
a smaller organization to obtain recognition for their efforts and contribution to
the partnership.
Raise funds to support the project by attracting grants, donors, other partners.
Recognize funders.
Develop a publicity plan. Publicity and promotion need to be planned. See Section
3 below for elements of a Publicity Plan.
Ensure that you have a process to deal with critical issues as they arise. Issues
management is needed to ensure the credibility of the partners. If a mistake has
occurred, always admit the error, express regret and identify the course of action
being taken to correct the situation.
Ensure that a process is in place to obtain approval from partners and funders on
the publicity and promotions to be implemented.
Ensure that issues of confidentiality are respected and that consents are obtained
in personal stories are used in the publicity.
Determine how partners and funders are to acknowledged and recognized in the
publicity.
Publicity is not a last minute affair. It takes time and careful planning. A publicity plan
needs to flexible and dynamic and altered as circumstances change.
A publicity plan should answer the following five basic questions:
WHO are you trying to reach? Know your audience(s) before you develop any publicity
strategies.
WHY do you want to reach them? Is it to create greater awareness, increase membership
or clients, obtain financial support, recruit volunteers, change policy or a combination
of goals?
WHAT is the single most important idea you want to put across to your target audience?
What are the other key messages you wish to communicate? You need to develop specific
messages for specific purposes to the specified target audience.
HOW are you going to communicate? What is your publicity strategy? What are the
publicity activities to be carried out?
WHEN will you carry out your publicity activities? Timing and sequencing are important
factors to consider. Will your audience be available? What other competing publicity
is going on at the same time?
Develop a budget.
Seek out key individuals in the community who have influence and can assist.
Recognize that media are not the only source of publicity. Informal networks are
critical. There are many individuals, groups and organizations in the community
that can assist in your publicity efforts, e.g., community centres, churches, service
clubs, libraries, businesses including printers, stores, restaurants, shopping malls,
etc.
Maximize the use of free publicity sources, e.g., public service announcements.
Use data to support your messages such as statistical information that illustrates
the magnitude of a problem.
Show passion and enthusiasm. The tone and impression your publicity leaves with
your audience contributes to its success.
Written materials:.fact sheets, news releases, feature stories, articles, media kit
Interviews: print, radio, and television.
The ethnic media and community press are key sources.
Events: press conference or special event where media attends, meetings, workshops,
discussion groups, etc.
Electronic: video, web site
People: Leaders in the community, influencers, clients, board members, elected
officials, etc.
FACT SHEETS
Gives the reader some basic information and background about who you are and
what you have to offer. It is usually one page.
NEWS RELEASE
FEATURE STORY
MEDIA KIT
Do’s
Call back when you promise
Prepare for the interview
Be polite and helpful.
Be truthful
Stick to the facts, do not express personal opinions
Put your story or issue in context
Be confident – stick to what you know
Be in control. If you are uncertain about an answer, repeat the question, change it
slightly to give yourself time to think and make the point you want to get across.
Have an agenda. Keep returning to your key messages. Give examples to elaborate
on your key messages. Don’t stray from them
Stick to the issue
Be on guard. Everything is on record
Come across with feeling (but be rationale)
Express your appreciation and thanks
Don’ts
Don’t lie
Don’t be defensive
Don’t lose your temper
Don’t threaten
Never answer a hypothetical question – only deal with real situations
Don’t feel pressured to respond to questions that you do not feel comfortable
answering
Don’t use jargon, abbreviations or complicated language
Don’t hesitate to rephrase a question if you think it is incorrect
Successful Partnering Means The Mouse Is On The Elephant’s Trunk And Not
Under Foot.
Small non-profit organizations across BC will gain knowledge on how to partner successfully
with larger organizations. Thanks to INVOLVE BC, Ministry of Community Development,
Cooperatives and Volunteers, Multiculturalism BC, Canadian Heritage, the United Way of
the Lower Mainland and the City of Vancouver, training in successful partnering will be
provided through a series of workshops throughout the province.
MOSAIC, a non-profit society that supports immigrants and refugees and Nisha Family
and Children Services Society, a non-profit society serving disadvantaged youth,
individuals and families have taken the lead in establishing a Collaboration Roundtable of
volunteer agencies seeking to reach out to small and ethno-cultural organizations to assist
them in improving their partnership relationships.
“The purpose of these workshops”, said John Coward of Nisha Family and Children
Services Society, “ is to provide practical training and build a partnership tool kit to meet
the needs of small or ethnocultural organizations wishing to sustain effective
partnerships.”
“Our aim”, added Eyob Naizghe, Executive Director of MOSAIC, “ is to show how
responsibility, power, visibility and credit can be equitably shared when small, volunteer-
based organizations partner with large and more professional organizations. We want to
ensure that small ethnocultural organizations avoid being absorbed and assimilated when
working in partnership with large mainstream and multicultural organizations.”
-30-
Purpose
Outlined below are tips for resolving conflict informally. All partnerships should have a
formal process in place to resolve conflicts that cannot be dealt with on an informal basis.
1. Types Of Conflicts
It is important to understand the types of conflict that exist to assist in resolving the
conflict.
Understand the possible types of conflict will help you recognize when conflict is
occurring. There may be warning signs, such as missed meetings, low morale, activities
being delayed or not finished, etc. What other warning signs are you aware of?
Power can be defined as the degree to which we are able to advance our own goals
and influence others.
Power is largely a matter of perception - how we perceive our own power and how
our power is viewed by others.
Power is dynamic rather that static in that power relationship between people in
conflict shift throughout the conflict.
Power can be used constructively to lessen conflict or destructively to increase
conflict.
If You Recognize You Have More Power – What Can You Do?
Select a location most comfortable to other party to work through the conflict.
Share resources that you have such as information, expertise.
Be willing to listen to the other party first – genuinely listen.
Speak in a friendly, welcoming and open manner.
Do not intimidate or retaliate.
Respond non-defensively.
Seek a “level playing field” so that the process feels fair to both parties.
Back off from your position and be willing to look at a variety of ways to meet the
needs of both parties. Look for alternatives.
What else can you do?
If You Believe You Have Less power - What Can You do?
Find ways to increase your own power and influence and lessen your dependence on
the other party’s source of power.
Identify your own resources and skills.
If timing affects the balance of power, consider waiting for a time that may work
better.
Bring the power imbalance into the open and discuss it with your partner.
Assert yourself and continue to keep your interests on the table, while continuing
to listen and acknowledge the other party’s interests.
If asserting yourself results in the other party exerting his or her power over you,
shift temporarily from a focus on your own interests to a focus on the other party’s
interests.
Ask an outsider to assist, if you cannot deal with it on your own.
What else can you do?
3. It is important to recognize that different individuals and groups have different ways
of dealing with conflict. Some groups deal with conflict by avoiding it and removing
themselves from the situation.
The internal elements deal with how people think and feel about the conflict and each
other.
The external elements are the actions, words, and non-verbal messages given to others in
the process of resolving conflict.
Awareness – Are you aware of or your own and the other party’s perceptions,
feeling, values, beliefs, fears, concerns, assumptions, expectations with regard to
the conflict?
Readiness - Are you prepared to resolve the conflict? Are you sensitive to the
readiness of the other party? Is the timing right? Are you emotionally and
psychologically ready? Are you in a frame a mind that is ready to resolve the
conflict?
Reflection – Are you able to absorb all that has gone on and to step back and look
at the “big picture”? The purpose of reflection is to learn from the conflict and
gain skills and abilities to deal effectively when a new conflict arises.
Initiating - Have you taken an action to approach the other party for the
purpose of resolving the conflict?
• Initiating involves a certain amount of risk.
• Be responsive to the other person’s readiness and reaction to your
approach
• Check the style of your approach. Being assertive may cause
defensiveness. This should be balanced with empathy
Framing – Have you described the conflict in a way that would promote a more
collaborative climate and expand thinking?
• Shift from stating a position (e.g., I want or I do not want) to expressing
an issue or interest (e.g., I would like to discuss…)
• Depersonalize the conflict (e.g. you have caused a lot of problems with
the way you have restructured to this restructuring process is a difficult
one.
Closure – Have you changed the way you feel about the other party and resolved
the issues in the dispute? True closure occurs when both the “heart” and
“head” have let go of the conflict.
If informal processes have been unsuccessful in dealing with conflict, more formal
processes will need to be used. All partnerships should identify formal processes for
2. Identify a person within the partnerships that has the skills to deal with conflict
situations. If such a person is not available, identify a person outside the partnership
to act a mediator. A third party may be more objective and effective. Determine if
your funder can assist.
3. Ensure the person selected is credible and approved by all parties to the conflict.
Partnerships usually come to an end at some time. Most often, they end because they have
reached their objectives or have gone as far as they can toward their objectives.
Sometimes they end because there is no longer funding to allow their work to continue.
Sometimes they end because the organizations are so different that they simply cannot
work together any longer.
(a) they can let the partnership simply fade away and disappear; or
(b) they can dissolve the partnership in way that acknowledges their accomplishments
and sets a foundation for working together again in the future.
Purpose
In cases of conflict …
1. The dissatisfied partner(s) should provide written notice of its (their) intention to
dissolve the partnership. The letter should outline its reasons in some detail
although it should attempt to be positive rather than acrimonious or bitter in tone.
As the partnership approaches its date for dissolution, the Management Committee
should:
identify the partnership’s major accomplishments and acknowledge those people and
organizations who have contributed to these accomplishments;
determine how to inform people - both inside and outside the partnership – of the
decision to dissolve;
document the partnership’s history and the lessons which can be drawn from its
operations;
select a time, place and event to celebrate what has been accomplished and to move
on.
Purpose
This tool’s purpose is to outline the process for evaluating the partnership. It focuses on
“how” the partners are doing rather than on “what” they are doing. The tool will help
partners evaluate their own activities. In some cases however – for example when there
are controversial issues to resolve – the partners may want to involve an independent and
objective evaluator for this purpose.
What will you do with the evaluation findings, conclusions and recommendations:
share it with partners, use it to adjust the use it to plan further
funders and staff partnership partnerships
An evaluation plan describes how the work will be done and when each stage will be started
and completed. The plan identifies:
whose views will be gathered, for example managers, staff and clients;
how will those views be gathered, for example through focus group meetings,
personal interviews, written questionnaires or some combination of all three;
when each of the evaluation activities will be completed and when the final report
will be presented?
a) Meet with the project manager and Management Committee to review the
evaluation framework and workplan. Finalise these documents.
b) Review the program description and other file materials, including minutes of
Management Committee and staff meetings, program statistics and other
information, the Partnership Agreement and the funding contract.
c) Develop an interview guide and distribute it to those who are identified as key
informants, for example funders, managers, staff and – if appropriate – a sample of
clients. Make appointments to interview the key informants, either in groups or
individually as appropriate.
d) Analyse the documents and interview notes. Obtain clarification where required.
Prepare a table presenting the project’s findings by research question.
e) Prepare a draft final report and review with the project manager and Management
Committee. Identify preliminary conclusions and the range of potential
recommendations.
f) Consider the input from the Management Committee and project manager, and
incorporate this into the report as appropriate.
g) Develop the conclusions and recommendations, finalise the evaluation report and
submit print and electronic copies to the project manager.
At this time, the Management Committee should reconsider what it planned to do with the
evaluation report. It could:
share it with partners, use it to adjust the use it to plan further
funders and staff partnership partnerships
Capacity building: increasing the ability and skills of individuals, groups and organizations
to plan, undertake and manage initiatives. The approach also enhances the capacity of
the individuals, groups and organizations to deal with future issues or problems.
Cost-Effectiveness: That generally answers the question “does the program offer good
value for the amount of money spent?” This takes into account financial management
and accountability, reporting, program delivery costs as well as program savings. Its
begs the question of whether there are alternate methods of delivering the program
which are more cost effective.
Culturally appropriate: a term used to describe activities and programs that take into
account the practices and beliefs of a particular social or cultural group, so that the
programs and activities are acceptable, accessible, persuasive and meaningful.
Evaluation: a formal review process to determine whether goals or objectives have been
met, or whether the activity or program is working as intended.
Liability: Legal responsibility for a particular act or event and all the consequences that
flow from it. If a person is liable, he or she must usually pay financial compensation to
anyone who is injured or suffers a loss because of the act or event.
Merger: the legal consolidation of two or more organizations into one entity.
Partnership: a relationship where two or more parties, having common and compatible
goals, agree to work together for a particular purpose and/or for some period of time.
Organizational culture is best defined as the beliefs, values, norms and philosophies that
guide how an organization operates, both internally and in relation to other
organizations. One organization’s culture, for example, may encourage staff to take
risks while another encourages caution. One may operate much more informally than
another. Organizations with very different cultures can have difficulties working together
unless the differences are identified and acknowledged, and unless measures are
introduced to make them compatible.
Policies provide broad, clear guidelines that set the overall direction for the organization
or for how it will carry out a particular activity. (See also “procedures.”)
Procedures are the nuts and bolts that describe how the daily work is done in a way that
reflects the organization’s vision and policies. (See also “policies.”)
future and deciding how it will get there. It means developing a vision of the best possible
future for your organization and selecting the best path for reaching that destination.
Human Resources Development Canada Aboriginal Relations Office. 1999. The Community
Strategic Planning Toolkit for Employment and Training. Prepared by Consilium.
Ottawa. April.
Law Foundation of British Columbia, the People’s Law School and Volunteer Vancouver. A
Guide for Volunteers, Organizations and Boards. 2000. Volunteers and the Law.
Vancouver Regional Child and Youth Committee. 1995. Making Partnerships Work: A
Review of the Management Models of 14 Interministerial Programs in Vancouver. April.
Vancouver Regional Child and Youth Committee. 1995. A Handbook to Guide the
Development and Implementation of Partnership Programs for Children and Youth.
May.
Vancouver Regional Child and Youth Committee. 1996. A Checklist to Guide the Planning,
Development, Implementation and Review of Partnership Programs for Children and
Youth. September.
Phase 1 (June 1999) was designed to enhance agency understanding and awareness
of partnership issues. It included the preparation of a discussion paper on
partnerships as well as a survey of community agencies. The phase concluded with a
workshop examining a variety of partnership issues.
Phase 3 (April 2000) was designed to strengthen the ability of agencies to work
together. It included, first, an analysis of the partnership tools currently available
to organizations and, second, two workshops that brought together over thirty
agencies to:
• examine the relationship
Reports from these three phases are available
between smaller ethnocultural from MOSAIC (1522 Commercial Drive,
organizations and larger Vancouver, BC, V5L 3Y2) and Nisha Family and
multicultural organizations; Children’s Services Society (201 – 2830
• address specific partnership Grandview Highway, Vancouver, BC V5M 2C9).
The reports are also available on their web
concerns; and
sites: www.nisha.org and www.mosaic.bc.com.
• identify the practical tools
needed by organizations
wanting to work collaboratively.
CCRA Bag 7500 280 Victoria St. (250) 561-7877 (250) 561-5122
Prince George, BC V2L 3K1
Childcare Society for the East (250) 489-5300 (250) 489-3151 CFC@cintek.com
Kootney
#201-125 10th Avenue South
Cranbrook, BC V1C 4H8
Cranbrook Boys and Girls Club (250) 426-3830 (250) 426-3036 joblinks@cyberlink.bc.ca
1404 2nd Street North
Cranbrook BC V1C 3L2
Nisha Family & Children's Ser Soc (604) 951-4821 (604) 951-4808
#3 – 10318 E. Whalley Ring Road,
Surrey, BC, V3T 4H4
Phoenix Society